Hello-
Platform: Outlook/ Exchange 2K3.

I've created a public "contacts" folder that I'm looking to import
demographics from another CRM program into. The contacts from the other
program had some custom fields such as "policy number", "group number" etc.
and were exported as a .csv file.
I have created a custom form with the needed fields and published it to my
public contacts folder. I can access my form the "actions" menu but is there
a way to make my new form the default form for that folder so that when I
import my data I can map to the corresponding fields and when a new contact
is created in that folder my custom form will run, not the default Outlook
contacts form. I.e. - Can the default Outlook forms be replaced with custom
forms and will my data import idea work? Hope this is somewhat clear.
Thanks in advance.
Chris

Look at the PRoperties dialog for the folder and you'll see where you can
specify the folder's default form, which will be used for all new items.

However, Outlook doesn't support importing to a custom form or to custom
fields. You'd have to write custom code or use a third-party application.
See http://www.outlookcode.com/d/customimport.htm.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"Chris" <(E-Mail Removed)> wrote in message
news:627D4511-A370-4D4B-A5BB-(E-Mail Removed)...
> Hello-
> Platform: Outlook/ Exchange 2K3.
>
> I've created a public "contacts" folder that I'm looking to import
> demographics from another CRM program into. The contacts from the other
> program had some custom fields such as "policy number", "group number"
> etc.
> and were exported as a .csv file.
> I have created a custom form with the needed fields and published it to my
> public contacts folder. I can access my form the "actions" menu but is
> there
> a way to make my new form the default form for that folder so that when I
> import my data I can map to the corresponding fields and when a new
> contact
> is created in that folder my custom form will run, not the default Outlook
> contacts form. I.e. - Can the default Outlook forms be replaced with
> custom
> forms and will my data import idea work? Hope this is somewhat clear.
> Thanks in advance.
> Chris
>

I have tried this solution and although the custom form is in the "associate
this form with this folder"tab, the default contact form still comes up when
I press the "new" button. I have tried going into the properties, but it will
not let me click on the "only allow this form" option, it is greyed out.
Help! I am trying to make this work for a small company with some people
with very limited computer skills, and they WILL NOT be able to navigate to a
custom form when they need to enter a contact

"Sue Mosher [MVP-Outlook]" wrote:

> Look at the PRoperties dialog for the folder and you'll see where you can
> specify the folder's default form, which will be used for all new items.
>
> However, Outlook doesn't support importing to a custom form or to custom
> fields. You'd have to write custom code or use a third-party application.
> See http://www.outlookcode.com/d/customimport.htm.
>
> --
> Sue Mosher, Outlook MVP
> Author of
> Microsoft Outlook Programming - Jumpstart for
> Administrators, Power Users, and Developers
> http://www.outlookcode.com/jumpstart.aspx
>
>
> "Chris" <(E-Mail Removed)> wrote in message
> news:627D4511-A370-4D4B-A5BB-(E-Mail Removed)...
> > Hello-
> > Platform: Outlook/ Exchange 2K3.
> >
> > I've created a public "contacts" folder that I'm looking to import
> > demographics from another CRM program into. The contacts from the other
> > program had some custom fields such as "policy number", "group number"
> > etc.
> > and were exported as a .csv file.
> > I have created a custom form with the needed fields and published it to my
> > public contacts folder. I can access my form the "actions" menu but is
> > there
> > a way to make my new form the default form for that folder so that when I
> > import my data I can map to the corresponding fields and when a new
> > contact
> > is created in that folder my custom form will run, not the default Outlook
> > contacts form. I.e. - Can the default Outlook forms be replaced with
> > custom
> > forms and will my data import idea work? Hope this is somewhat clear.
> > Thanks in advance.
> > Chris
> >
>
>
>

Did you also change the setting for "When posting to this folder, use"?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"Melissa m" <Melissa (E-Mail Removed)> wrote in message news:B588782A-63A6-48D6-963A-(E-Mail Removed)...
>I have tried this solution and although the custom form is in the "associate
> this form with this folder"tab, the default contact form still comes up when
> I press the "new" button. I have tried going into the properties, but it will
> not let me click on the "only allow this form" option, it is greyed out.
> Help! I am trying to make this work for a small company with some people
> with very limited computer skills, and they WILL NOT be able to navigate to a
> custom form when they need to enter a contact
>
> "Sue Mosher [MVP-Outlook]" wrote:
>
>> Look at the PRoperties dialog for the folder and you'll see where you can
>> specify the folder's default form, which will be used for all new items.
>>
>> However, Outlook doesn't support importing to a custom form or to custom
>> fields. You'd have to write custom code or use a third-party application.
>> See http://www.outlookcode.com/d/customimport.htm.

>>
>> "Chris" <(E-Mail Removed)> wrote in message
>> news:627D4511-A370-4D4B-A5BB-(E-Mail Removed)...
>> > Hello-
>> > Platform: Outlook/ Exchange 2K3.
>> >
>> > I've created a public "contacts" folder that I'm looking to import
>> > demographics from another CRM program into. The contacts from the other
>> > program had some custom fields such as "policy number", "group number"
>> > etc.
>> > and were exported as a .csv file.
>> > I have created a custom form with the needed fields and published it to my
>> > public contacts folder. I can access my form the "actions" menu but is
>> > there
>> > a way to make my new form the default form for that folder so that when I
>> > import my data I can map to the corresponding fields and when a new
>> > contact
>> > is created in that folder my custom form will run, not the default Outlook
>> > contacts form. I.e. - Can the default Outlook forms be replaced with
>> > custom
>> > forms and will my data import idea work? Hope this is somewhat clear.
>> > Thanks in advance.
>> > Chris
>> >
>>
>>
>>

Thanks a million! I don't know how I missed that. Can I take this form and
copy it to my coworkers computer for her to use. I cannot find it on the
hard drive. If I move it, where should I put it so that I can navigate to it
to let it be her default form.
We are going to have a new Outlook guru here soon, hopefully she can put
this on the server for us, but in the meantime, this would be very helpful!


"Sue Mosher [MVP-Outlook]" wrote:

> Did you also change the setting for "When posting to this folder, use"?
>
> --
> Sue Mosher, Outlook MVP
> Author of Configuring Microsoft Outlook 2003
> http://www.turtleflock.com/olconfig/index.htm
> and Microsoft Outlook Programming - Jumpstart for
> Administrators, Power Users, and Developers
> http://www.outlookcode.com/jumpstart.aspx
>
>
> "Melissa m" <Melissa (E-Mail Removed)> wrote in message news:B588782A-63A6-48D6-963A-(E-Mail Removed)...
> >I have tried this solution and although the custom form is in the "associate
> > this form with this folder"tab, the default contact form still comes up when
> > I press the "new" button. I have tried going into the properties, but it will
> > not let me click on the "only allow this form" option, it is greyed out.
> > Help! I am trying to make this work for a small company with some people
> > with very limited computer skills, and they WILL NOT be able to navigate to a
> > custom form when they need to enter a contact
> >
> > "Sue Mosher [MVP-Outlook]" wrote:
> >
> >> Look at the PRoperties dialog for the folder and you'll see where you can
> >> specify the folder's default form, which will be used for all new items.
> >>
> >> However, Outlook doesn't support importing to a custom form or to custom
> >> fields. You'd have to write custom code or use a third-party application.
> >> See http://www.outlookcode.com/d/customimport.htm.
>
> >>
> >> "Chris" <(E-Mail Removed)> wrote in message
> >> news:627D4511-A370-4D4B-A5BB-(E-Mail Removed)...
> >> > Hello-
> >> > Platform: Outlook/ Exchange 2K3.
> >> >
> >> > I've created a public "contacts" folder that I'm looking to import
> >> > demographics from another CRM program into. The contacts from the other
> >> > program had some custom fields such as "policy number", "group number"
> >> > etc.
> >> > and were exported as a .csv file.
> >> > I have created a custom form with the needed fields and published it to my
> >> > public contacts folder. I can access my form the "actions" menu but is
> >> > there
> >> > a way to make my new form the default form for that folder so that when I
> >> > import my data I can map to the corresponding fields and when a new
> >> > contact
> >> > is created in that folder my custom form will run, not the default Outlook
> >> > contacts form. I.e. - Can the default Outlook forms be replaced with
> >> > custom
> >> > forms and will my data import idea work? Hope this is somewhat clear.
> >> > Thanks in advance.
> >> > Chris
> >> >
> >>
> >>
> >>
>

If you want to save a form for use on another machine, open it in design mode, then use the File | Save As command to save it as an .oft file. You can copy that file to the other person's machine, publish it there, and go through the same steps to set the default form as you already performed on your machine.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"Melissa m" <(E-Mail Removed)> wrote in message news:7B90E436-364C-4C92-B5F0-(E-Mail Removed)...
> Thanks a million! I don't know how I missed that. Can I take this form and
> copy it to my coworkers computer for her to use. I cannot find it on the
> hard drive. If I move it, where should I put it so that I can navigate to it
> to let it be her default form.
> We are going to have a new Outlook guru here soon, hopefully she can put
> this on the server for us, but in the meantime, this would be very helpful!
>
>
> "Sue Mosher [MVP-Outlook]" wrote:
>
>> Did you also change the setting for "When posting to this folder, use"?
>>
>>
>> "Melissa m" <Melissa (E-Mail Removed)> wrote in message news:B588782A-63A6-48D6-963A-(E-Mail Removed)...
>> >I have tried this solution and although the custom form is in the "associate
>> > this form with this folder"tab, the default contact form still comes up when
>> > I press the "new" button. I have tried going into the properties, but it will
>> > not let me click on the "only allow this form" option, it is greyed out.
>> > Help! I am trying to make this work for a small company with some people
>> > with very limited computer skills, and they WILL NOT be able to navigate to a
>> > custom form when they need to enter a contact
>> >
>> > "Sue Mosher [MVP-Outlook]" wrote:
>> >
>> >> Look at the PRoperties dialog for the folder and you'll see where you can
>> >> specify the folder's default form, which will be used for all new items.
>> >>
>> >> However, Outlook doesn't support importing to a custom form or to custom
>> >> fields. You'd have to write custom code or use a third-party application.
>> >> See http://www.outlookcode.com/d/customimport.htm.
>>
>> >>
>> >> "Chris" <(E-Mail Removed)> wrote in message
>> >> news:627D4511-A370-4D4B-A5BB-(E-Mail Removed)...
>> >> > Hello-
>> >> > Platform: Outlook/ Exchange 2K3.
>> >> >
>> >> > I've created a public "contacts" folder that I'm looking to import
>> >> > demographics from another CRM program into. The contacts from the other
>> >> > program had some custom fields such as "policy number", "group number"
>> >> > etc.
>> >> > and were exported as a .csv file.
>> >> > I have created a custom form with the needed fields and published it to my
>> >> > public contacts folder. I can access my form the "actions" menu but is
>> >> > there
>> >> > a way to make my new form the default form for that folder so that when I
>> >> > import my data I can map to the corresponding fields and when a new
>> >> > contact
>> >> > is created in that folder my custom form will run, not the default Outlook
>> >> > contacts form. I.e. - Can the default Outlook forms be replaced with
>> >> > custom
>> >> > forms and will my data import idea work? Hope this is somewhat clear.
>> >> > Thanks in advance.
>> >> > Chris
>> >> >
>> >>
>> >>
>> >>
>>

What's the value of the Message Class property for the existing item?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"bigchinguy" <(E-Mail Removed)> wrote in message news:(E-Mail Removed)...
>
> Sue, I tried everything you talked about, and if I create a new contact,
> I get my new form. If I open an existing contact, it opens in the old
> form. The "allow these forms" is greyed out.
>
> BCG
>
>
> --
> bigchinguyPosted from - http://www.officehelp.in
>

Sue,
I've created my new form, published it in the respective folder, set the form
up to post to this new folder, but cannot open the form when I click in "new".
I get the following error message "an error occurred registering the form in
the OLE registry".

What's wrong?

JK

"Sue Mosher [MVP-Outlook]" wrote:

> What's the value of the Message Class property for the existing item?
>
> --
> Sue Mosher, Outlook MVP
> Author of Configuring Microsoft Outlook 2003
> http://www.turtleflock.com/olconfig/index.htm
> and Microsoft Outlook Programming - Jumpstart for
> Administrators, Power Users, and Developers
> http://www.outlookcode.com/jumpstart.aspx
>
>
> "bigchinguy" <(E-Mail Removed)> wrote in message news:(E-Mail Removed)...
> >
> > Sue, I tried everything you talked about, and if I create a new contact,
> > I get my new form. If I open an existing contact, it opens in the old
> > form. The "allow these forms" is greyed out.
> >
> > BCG
> >
> >
> > --
> > bigchinguyPosted from - http://www.officehelp.in
> >
>

Do you get the same result when you run the form from the Actions menu? What kind of form and folder?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"jim&Ekriktz" <jim&(E-Mail Removed)> wrote in message news:7A81E29B-ACC6-4BFF-A441-(E-Mail Removed)...
> Sue,
> I've created my new form, published it in the respective folder, set the form
> up to post to this new folder, but cannot open the form when I click in "new".
> I get the following error message "an error occurred registering the form in
> the OLE registry".
>
> What's wrong?
>
> JK
>
> "Sue Mosher [MVP-Outlook]" wrote:
>
>> What's the value of the Message Class property for the existing item?
>>
>> "bigchinguy" <(E-Mail Removed)> wrote in message news:(E-Mail Removed)...
>> >
>> > Sue, I tried everything you talked about, and if I create a new contact,
>> > I get my new form. If I open an existing contact, it opens in the old
>> > form. The "allow these forms" is greyed out.
>> >
>> > BCG
>> >
>> >
>> > --
>> > bigchinguyPosted from - http://www.officehelp.in
>> >
>>

Yes. I get the same result from the Actions menu.
I created a new Contacts folder to utilize, and I published
the new form I created to the folder. Should there be some
kind of confirmation that the process was complete when I
publish the form? There seems to be a problem either with
the publishing process or the linking of the form to the folder.

"Sue Mosher [MVP-Outlook]" wrote:

> Do you get the same result when you run the form from the Actions menu? What kind of form and folder?
>
> --
> Sue Mosher, Outlook MVP
> Author of Configuring Microsoft Outlook 2003
> http://www.turtleflock.com/olconfig/index.htm
> and Microsoft Outlook Programming - Jumpstart for
> Administrators, Power Users, and Developers
> http://www.outlookcode.com/jumpstart.aspx
>
>
> "jim&Ekriktz" <jim&(E-Mail Removed)> wrote in message news:7A81E29B-ACC6-4BFF-A441-(E-Mail Removed)...
> > Sue,
> > I've created my new form, published it in the respective folder, set the form
> > up to post to this new folder, but cannot open the form when I click in "new".
> > I get the following error message "an error occurred registering the form in
> > the OLE registry".
> >
> > What's wrong?
> >
> > JK
> >
> > "Sue Mosher [MVP-Outlook]" wrote:
> >
> >> What's the value of the Message Class property for the existing item?
> >>
> >> "bigchinguy" <(E-Mail Removed)> wrote in message news:(E-Mail Removed)...
> >> >
> >> > Sue, I tried everything you talked about, and if I create a new contact,
> >> > I get my new form. If I open an existing contact, it opens in the old
> >> > form. The "allow these forms" is greyed out.
> >> >
> >> > BCG
> >> >
> >> >
> >> > --
> >> > bigchinguyPosted from - http://www.officehelp.in
> >> >
> >>
>